Jeffrey Venables is a registered investment advisor at Venables Financial Solutions, based in Rock Hill, SC, with 1 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7 clients with $160K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fee Estimator
Location
Rock Hill, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is employed as a teacher at Rock Hill Schools since 1995. This takes nearly full-time hours, with most of the time occurring during securities trading hours.
Employment History
Current Registrations
Venables Financial Solutions
State Registrations1 state
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